The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 40,179 49,970 SH   SOLE 49,970 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 36,326 2,862,570 SH   SOLE 2,862,570 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,437 21,500 SH   SOLE 21,500 0 0
APACHE CORP COM 037411105 44,658 699,200 SH   SOLE 699,200 0 0
APPLE INC COM 037833100 910 8,050 SH   SOLE 8,050 0 0
BUNGE LIMITED COM G16962105 10,530 177,787 SH   SOLE 177,787 0 0
CABOT OIL & GAS CORP COM 127097103 15,359 595,305 SH   SOLE 595,305 0 0
CALPINE CORP COM NEW 131347304 1,469 116,199 SH   SOLE 116,199 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,912 66,790 SH   SOLE 66,790 0 0
CONCHO RES INC COM 20605P101 32,926 239,725 SH   SOLE 239,725 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,772 82,500 SH   SOLE 82,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 965 10,000 SH   SOLE 10,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 7,429 142,650 SH   SOLE 142,650 0 0
DYCOM INDS INC COM 267475101 178,126 2,178,112 SH   SOLE 2,178,112 0 0
ENERGY RECOVERY INC COM 29270J100 1,199 75,000 SH   SOLE 75,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 28,111 759,766 SH   SOLE 759,766 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 31,371 1,135,385 SH   SOLE 1,135,385 0 0
EQT CORP COM 26884L109 13,060 179,845 SH   SOLE 179,845 0 0
FLOTEK INDS INC DEL COM 343389102 10,971 754,511 SH   SOLE 754,511 0 0
FOUNDATION MEDICINE INC COM 350465100 2,105 90,147 SH   SOLE 90,147 0 0
FREEPORT-MCMORAN INC CL B 35671D857 6,516 600,000 SH   SOLE 600,000 0 0
GENERAL MTRS CO COM 37045V100 7,363 231,772 SH   SOLE 231,772 0 0
GULFPORT ENERGY CORP COM NEW 402635304 1,188 42,041 SH   SOLE 42,041 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 1,647 107,380 SH   SOLE 107,380 0 0
INCYTE CORP COM 45337C102 3,772 40,000 SH   SOLE 40,000 0 0
KINDER MORGAN INC DEL COM 49456B101 31,788 1,374,340 SH   SOLE 1,374,340 0 0
LOGMEIN INC COM 54142L109 510 5,647 SH   SOLE 5,647 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,613 20,000 SH   SOLE 20,000 0 0
MASTEC INC COM 576323109 144,328 4,852,986 SH   SOLE 4,852,986 0 0
NEWFIELD EXPL CO COM 651290108 19,370 445,702 SH   SOLE 445,702 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,020 10,000 SH   SOLE 10,000 0 0
OCLARO INC COM NEW 67555N206 342 40,000 SH   SOLE 40,000 0 0
ORGANOVO HLDGS INC COM 68620A104 91 24,000 SH   SOLE 24,000 0 0
PIONEER NAT RES CO COM 723787107 1,857 10,000 SH   SOLE 10,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 22,981 204,894 SH   SOLE 204,894 0 0
SMITH & WESSON HLDG CORP COM 831756101 399 15,000 SH   SOLE 15,000 0 0
SQUARE INC CL A 852234103 117 10,000 SH   SOLE 10,000 0 0
TECK RESOURCES LTD CL B 878742204 811 45,000 SH   SOLE 45,000 0 0
TUTOR PERINI CORP COM 901109108 25,570 1,190,955 SH   SOLE 1,190,955 0 0
UNITED RENTALS INC COM 911363109 2,924 37,258 SH   SOLE 37,258 0 0
WAL-MART STORES INC COM 931142103 10,818 150,000 SH   SOLE 150,000 0 0
WESCO INTL INC COM 95082P105 9,380 152,552 SH   SOLE 152,552 0 0
WILLIAMS COS INC DEL COM 969457100 26,804 872,235 SH   SOLE 872,235 0 0